Purchase Orders: Adding Terms and Conditions

When emailing Purchase Orders, Terms and Conditions can be attached so you can share your rules, guidelines, and expectations.

How to Upload Terms and Conditions

1. Open a committed Purchase Order and select Print.

2. Click Email to Vendor. 

3. Select Load File.

4. Select the file from the stored location on your computer and then click Open.

The Terms and Conditions file will now be available to attached when emailing by selecting the Include Terms and Conditions check box.

Q&A

How do I include Terms and Conditions in a Purchase Order email?

Check the box “Include Terms and Conditions” on the “Email and Attachment Settings” dialog box. This dialog box is displayed after selecting “Print” on a committed PO then selecting “Email to Vendor”. 

How do I update the Terms and Conditions if I have a new file?

Following the previous instructions on how to Upload Terms and Conditions will upload a new file, replacing the old file.

Can I upload several Terms and Conditions files?

You are unable to upload multiple files. The system will only retain the most recent uploaded file.

After uploading Terms and Conditions, will it automatically attach to any emailed Purchase Order?

No, users must select the “Include Terms and Conditions” checkbox on the “Email and Attachment Settings” dialog box before selecting “OK” to send the email.

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